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Your first year as a partner

A quarter-by-quarter plan for the first year of an Exponential partnership - foundations, first referenceable project, visibility and contributions, and the renewal review - with goals, measures and a review template.

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Address: https://doc.exponential.earth/exphelp/viewer/help/partners/your-first-year.md

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Your first year as a partner

This page is for partnership owners planning twelve months. A partnership "lasts one year, with renewals and upgrades based on proven activity", and "Your activity over the previous 12 months will determine your new level" (https://exponential.earth/partner/requirements, https://exponential.earth/partner/why, read 18 October 2026). Plan the year so the review has something to show.

The year in four quarters

QuarterThemeGoalsPages
Q1FoundationsOnboarding done; partner page live; team on current Exponential; first contributionOnboarding checklist, First 30 days
Q2DeliverOne project delivered on a current 6.0.x release, with the customer's permission to name itImplementation project playbook
Q3ShowCase study, one tutorial or article, conference talk or local meetup if possibleWriting a case study, Earning points through community work
Q4ReviewPoints and revenue counted; certifications planned; renewal decisionRenewals, upgrades and downgrades

Measures that matter

MeasureWhyWhere to get it
Points earnedDecides your levelYour own log and the Partner Dashboard once the partner website is online, planned for mid-2027 (Logging your partner activity)
Revenue counted by the programRequired from ProfessionalThe partner team
Customer sites on a supported releaseShows you keep customers safeYour own inventory (Keeping customer sites current)
Contributions mergedShows you give backGitHub
Tickets used and response times metShows the level fitsYour ticket history

Quarterly review template

Quarter review <YYYY-Qn> — <Company>

Points this quarter: ____   Year to date: ____   Target level threshold: ____
Revenue counted (if applicable): ____
Projects delivered: ______________________
Contributions: PRs ___  bug reports ___  docs/translations ___  forum ___
Tickets opened: ___   met response time: ___ of ___
What worked: ______________________
What to change next quarter: ______________________
Help we need from 7x / the community: ______________________

Common first-year mistakes

  • Choosing a level for its logo, then not using its tickets or meetings.
  • Leaving customer sites on old releases because nobody owns upgrades.
  • Writing the case study at the end of the year, when the customer contact has moved on.
  • Not logging activity monthly, then reconstructing it from memory before the review.

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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